Kurt Diehl (CRD# 5313816) is an Investment Advisor Representative working at Primerica Advisors in Quakertown, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diehl Financial Group | Quakertown, PA | Nov 2020 - Current | 3 |
| Pfs Investments Inc. | Quakertown, PA | Mar 2007 - Current | 17 |
| Primerica Finanical Services | Quakertown, PA | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- PA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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